Evergreen Capital Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Evergreen Capital Management’s Portfolio ZWS Stock Details ZWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	9,604 +3,961	+70%	+$194K	0.01%	922
2026 Q1	$253K	Buy	5,643 +752	+15%	+$35.9K	0.01%	1244
2025 Q4	$227K	Sell	4,891 -1,565	-24%	-$73.4K	0.01%	1224
2025 Q3	$304K	Buy	+6,456	New	+$279K	0.01%	964
2025 Q1	–	Sell	-5,948	Closed	-$222K	–	1188
2024 Q4	$222K	Buy	+5,948	New	+$227K	0.01%	923

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Evergreen Capital Management's ZWS Position: Q2 2026 in Review

Evergreen Capital Management increased its Zurn Elkay Water Solutions (ZWS) stake by 70% in Q2 2026, buying an estimated $194K and bringing the position to 9,604 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #922.

Evergreen Capital Management first reported a position in ZWS in Q4 2024 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Evergreen Capital Management held 9,604 shares of Zurn Elkay Water Solutions worth $485K as of Q2 2026.
Evergreen Capital Management bought 3,961 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $194K.
Zurn Elkay Water Solutions made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #922 holding.
Evergreen Capital Management first reported a position in Zurn Elkay Water Solutions in Q4 2024 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.